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  5. WESTON & GREGORY, LLC

WESTON & GREGORY, LLC - Florida Company Profile

Company Details

Entity Name: WESTON & GREGORY, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WESTON & GREGORY, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 07 Nov 2013 (11 years ago)
Document Number: L13000162022
FEI/EIN Number 46-4134758

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 100 LA COSTA LANE, SUITE 100, DAYTONA BEACH, FL, 32114
Mail Address: 100 LA COSTA LANE, SUITE 100, DAYTONA BEACH, FL, 32114
ZIP code: 32114
County: Volusia
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2022 464134758 2023-10-16 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2021 464134758 2022-07-26 WESTON & GREGORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2020 464134758 2021-10-12 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2019 464134758 2020-06-15 WESTON & GREGORY LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2020-06-15
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2019 464134758 2021-10-11 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2018 464134758 2019-04-14 WESTON & GREGORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2019-04-14
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2017 464134758 2018-05-29 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2018-05-29
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2016 464134758 2017-05-15 WESTON & GREGORY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2017-05-15
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2015 464134758 2016-06-29 WESTON & GREGORY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2016-06-29
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2014 464134758 2015-06-10 WESTON & GREGORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2015-06-10
Name of individual signing LISA C. PARK
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
PARK LISA Member 100 LA COSTA LANE, SUITE 100, DAYTONA BEACH, FL, 32114
Ashby James Member 100 LA COSTA LANE, DAYTONA BEACH, FL, 32114
Higgins Cassandra Member 100 LA COSTA LANE, DAYTONA BEACH, FL, 32114
PARK LISA Agent 100 LA COSTA LANE, DAYTONA BEACH, FL, 32114

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2015-01-24 PARK, LISA -

Documents

Name Date
ANNUAL REPORT 2025-02-03
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-03-13
ANNUAL REPORT 2022-03-16
ANNUAL REPORT 2021-05-04
ANNUAL REPORT 2020-04-01
ANNUAL REPORT 2019-04-23
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-25
ANNUAL REPORT 2016-04-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7137707104 2020-04-14 0491 PPP 100 La Costa Lane 100, DAYTONA BEACH, FL, 32114
Loan Status Date 2021-05-25
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 110500
Loan Approval Amount (current) 110500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117723
Servicing Lender Name SouthState Bank, National Association
Servicing Lender Address 1101 First St South, WINTER HAVEN, FL, 33880-3908
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address DAYTONA BEACH, VOLUSIA, FL, 32114-0001
Project Congressional District FL-06
Number of Employees 7
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 117723
Originating Lender Name SouthState Bank, National Association
Originating Lender Address WINTER HAVEN, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 111623.42
Forgiveness Paid Date 2021-05-03

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Companies related by address

No other companies in our directory share the same address as WESTON & GREGORY, LLC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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